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Name Holding Trade Value Shares
Change
Change in
Stake
QWP
1126
Quotient Wealth Partners
Texas
$340K +$12.8K +111 +4%
ERIC
1127
Eagle Rock Investment Company
Georgia
$340K – – –
1CP
1128
1015 Capital Partners
Pennsylvania
$340K -$115 -1 -0%
PPWP
1129
Premier Path Wealth Partners
New Jersey
$339K -$27.4K -238 -8%
MWPCG
1130
Measured Wealth Private Client Group
New Hampshire
$336K – – –
HCM
1131
Howard Capital Management
Georgia
$333K +$327K +2,837 New
SP
1132
SmartHarvest Portfolios
Washington
$333K +$17.2K +149 +6%
AIA
1133
AIMZ Investment Advisors
California
$332K – – –
FNT
1134
First Nebraska Trust
Nebraska
$332K – – –
CA
1135
Claro Advisors
Massachusetts
$331K -$115 -1 -0%
AFA
1136
American Financial Advisors
Georgia
$330K +$230 +2 +0.1%
CIAM
1137
Caitong International Asset Management
Hong Kong
$330K +$324K +2,813 New
EW
1138
Element Wealth
Mississippi
$330K +$115 +1 +0%
SFS
1139
Stiles Financial Services
Minnesota
$330K +$576 +5 +0.2%
SW
1140
Simplicity Wealth
New Jersey
$328K +$58.5K +508 +22%
OIAM
1141
OFI Invest Asset Management
France
$327K -$17M -147,270 -98%
CFP
1142
Catalyst Financial Partners
Massachusetts
$325K +$21.9K +190 +7%
JF
1143
Joule Financial
Kentucky
$325K -$10.8K -94 -3%
AWAG
1144
ARS Wealth Advisors Group
Florida
$325K +$79K +686 +33%
FSAG
1145
Financial Solutions Advisory Group
Illinois
$323K – – –
1SB
1146
1ST Source Bank
Indiana
$322K -$22.2K -193 -7%
CAI
1147
Capital Advisors Inc
Oklahoma
$322K +$2.76K +24 +0.9%
CW
1148
CreativeOne Wealth
Kansas
$321K -$47.3K -411 -13%
SC
1149
Schoolcraft Capital
Colorado
$321K – – –
EAN
1150
Excelsior Advisor Network
Colorado
$321K – – –